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Iron Mountain

1,079 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 395 increasing their positions, 348 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,079 (+75)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.1%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,079
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EMPI
1101
Elo Mutual Pension Insurance
Finland
CAS
1102
Coppell Advisory Solutions
Texas
CG
1103
Cynosure Group
Utah
MR
1104
Munich Reinsurance
AWM
1105
Arista Wealth Management
Nevada
AWM
1106
Axxcess Wealth Management
California
DAS
1107
Diversify Advisory Services
Utah
MWM
1108
Mindset Wealth Management
Indiana
D.E. Shaw & Co
1109
D.E. Shaw & Co
New York
GSIAS
1110
Garden State Investment Advisory Services
New Jersey
LIP
1111
Lighthouse Investment Partners
Florida
NG
1112
Norden Group
Utah
PCM
1113
Prelude Capital Management
New York
AWA
1114
Arete Wealth Advisors
Illinois
GCP
1115
GSA Capital Partners
United Kingdom
OWA
1116
Outlook Wealth Advisors
Texas
WG
1117
Wellington Group
Indiana
SWM
1118
SFG Wealth Management
Maryland
BC
1119
BDFS Capital
Delaware
Capstone Investment Advisors
1120
Capstone Investment Advisors
New York
CS
1121
Capital Square
Tennessee
SAM
1122
Secure Asset Management
Michigan
PIM
1123
Penobscot Investment Management
Massachusetts
GPWA
1124
Gaddis Premier Wealth Advisors
Oklahoma
SI
1125
Severin Investments
Missouri